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Published 1 year ago

Client Servicing Officer, Private Banking

The Bank of East Asia

Job Description

Client Servicing Officer, Private Banking (Job ID 2140)

Responsibilities

  • Be a team member of Private Banking Department
  • Provide first-class customer service which meet the standards / requirements / guidelines prescribed by regulators and the Bank
  • Provide professional and appropriate advice in the best interests of clients and with regard to their unique circumstances
  • Assist Relationship Managers in preparing credit proposals, amendments and reviews
  • Take clients' orders for securities investment and other banking products
  • Monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value day

Requirements

  • University graduate
  • Minimum 3 years’ relevant experience in banking (preferably private banking) and customer service
  • Passed the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer is preferred
  • Good knowledge of banking procedures as well as credit and investment products
  • Team player with strong presentation and communication skills
  • Good command of both spoken and written English and Chinese, Putonghua is a plus

Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS\_HRAM.HRS\_APP\_SCHJOB.GBL?Page=HRS\_APP\_JBPST&Action=UFOCUS=Applicant&SiteId=1&JobOpeningId=2140&PostingSeq=1 or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after six months

Job Particulars

Job source
eFinancialCareers
Job reference
19527934
Date published
11 Apr 2024
Job keywords
Private Banking & Wealth Management, Client Relations, Private Client
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